What Is Wealth Management
Claim This Podcastby Tyler Resh
Podcast Authority
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Podcast Overview
<p>The very term "wealth management" is opaque at best. In this podcast I seek to uncover the key areas of this fascinating and growing industry, and share insights how the practitioners within the industry are working to solve very complex issues around money. Whether it is helping with taxes, preparing an estate plan, or simply building an investment portfolio that generates returns, I speak with some of the smartest minds in the industry to help define how it is that they are helping clients.<br><br><br></p>
Language
🇺🇲
Publishing Since
4/18/2025
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Recent Episodes
June 14, 2025
Client Centric
This episode explores the true meaning of being client-centric in wealth management, examining its origins and common pitfalls that firms face when trying to implement it.
May 21, 2025
Independent
What does it really mean when a financial advisor says they’re “independent”? In this episode, we break down one of the most overused — and least understood — words in the wealth management world. We’ll explore the origin of the term, how it evolved from the 1940s to the modern RIA movement, and why using it with clients can often backfire. You’ll learn why “independent” is less about you and more about what your structure enables you to do for them — like providing conflict-free advice, avoi...
May 3, 2025
Fee-Only
Fee-Only: What It Really Means (and Doesn’t) Episode Summary: "Fee-only" is one of the most used—and misunderstood—terms in wealth management. In this episode, we break down what fee-only actually means, why it's often confused with "fee-based," and the hidden conflicts even fee-only advisors can face. Whether you're working with an advisor now or shopping for one, this episode will help you see past the labels and get clear on what really matters: how your advisor gets paid, and how that sha...
6 total episodes available
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Frequently asked questions
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- What is What Is Wealth Management?
<p>The very term "wealth management" is opaque at best. In this podcast I seek to uncover the key areas of this fascinating and growing industry, and share insights how the practitioners within the industry are working to solve very complex issues around money. Whether it is helping with taxes, preparing an estate plan, or simply building an investment portfolio that generates returns, I speak with some of the smartest minds in the industry to help define how it is that they are helping clients.<br><br><br></p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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